Milestone Birthdays for Financial Planning
Milestone Birthdays for Financial Planning Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Birthday celebrations may not be top of mind as you get older, but understanding key birthdays may…
Tip of the Month | February 2023
Phone Apps for Scanning Documents Written By: Nick Ziarek, CFP®, CFA Have you ever found yourself needing to scan and email a document, statement or tax form? What is the best (and…
30 Years as a Client: Part 3
30 Years as a Client: Part 3 Written By: Kevin Reardon, CFP® Picking up from Part 2 of this blog series, Curt & Cheri are now 60 and have been clients…
What Should You Do with a 1099-K from Venmo?
What Should You Do with a 1099-K from Venmo? Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Electronic transfers of funds using apps has become a quick, convenient way to…
Tip of the Month | January 2023
Retirement Health Insurance Options Prior to Medicare Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® One of the biggest concerns for retirees is health insurance, especially if they plan to retire…
30 Years as a Client: Part 2
30 Years as a Client: Part 2 Written By: Kevin Reardon, CFP® Picking up from Part 1 of this blog series, Curt and Cheri are now in their 40’s and had…
Key Provisions in the SECURE Act 2.0 (2022)
Key Provisions in the SECURE Act 2.0 (2022) Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® After more than a year of anticipation, Congress passed the SECURE Act 2.0 of…
A Year In Review: Economic Updates
A Year in Review: Economic Updates from 2022 Written By: Nick Ziarek, CFP®, CFA As 2022 comes to a close, we look back on what was a rocky year by…
Tip of the Month | December 2022
Tip of the Month | December 2022 Cash Alternatives with Rising Rates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® The Federal Reserve has been implementing interest rate increases throughout…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260